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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,670 | $106,524-40.2% | $152,301-58.2% | $87,485-27.2% |
| Participation rate | 32.1% | 75.8%-43.6pp | 82.4%-50.3pp | 68.9%-36.8pp |
| Annual return | 28.21% | 26.89%+1.3pp | 80.50%-52.3pp | 26.06%+2.1pp |
| Employer contribution / active EE | $2,196 | $3,371-34.9% | $4,624-52.5% | $2,596-15.4% |
| Participant deferral / active EE | $3,241 | $6,525-50.3% | $8,004-59.5% | $4,274-24.2% |
| Admin fee / account holder | $2,539 | $8,287-69.4% | $14,398-82.4% | $7,775-67.3% |